EXHIBIT 99.3

CLAYTON RATING AGENCY ATR QM DATA FIELDS


Client Name:    PennyMac
Client Project Name:    PNMAC PMTLT 2026-CNF8_J17256
Rating Agency ATR QM Data Fields
Loans in Report:    266

 

Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
5   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4770   XXXXXX   6.1352   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
6   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6244.92   XXXXXX   6.0231   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
8   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7844   XXXXXX   6.2491   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
9   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   6.625   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
11   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9455.25   XXXXXX   6.7469   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
14   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4635.3   XXXXXX   6.0577   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
17   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8443.95   XXXXXX   6.344   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
18   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8524   XXXXXX   6.1302   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
21   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5714.2   XXXXXX   6.0634   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
23   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8781.5   XXXXXX   6.0825   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
33   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3855.08   XXXXXX   5.9329   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
34   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9076.07   XXXXXX   6.1431   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
36   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   16274   XXXXXX   6.1821   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
38   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   13274   XXXXXX   6.3101   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
633   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8512.25   XXXXXX   6.226   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
42   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11075   XXXXXX   6.4546   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
45   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3736.4   XXXXXX   5.8525   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
48   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6519.67   XXXXXX   6.2844   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
51   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9319.12   XXXXXX   6.2929   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
52   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3405   XXXXXX   6.1415   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
58   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   10544   XXXXXX   6.2941   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
60   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11100   XXXXXX   6.1232   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
62   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   7011.5   XXXXXX   6.0154   Retired   Retired   Permanent Resident Alien   U.S. Citizen   (No Data)   No   0
65   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6352.01   XXXXXX   6.3953   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
66   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8936   XXXXXX   6.2484   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
67   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9524   XXXXXX   6.287   Employed   Employed   Permanent Resident Alien   U.S. Citizen   (No Data)   No   0
72   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   8528.8   XXXXXX   6.4931   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
73   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4211.5   XXXXXX   6.3945   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
74   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8285.15   XXXXXX   6.1405   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
76   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6917.24   XXXXXX   6.4162   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
78   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   16276.4   XXXXXX   7.058   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
79   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5999   XXXXXX   6.2081   Retired   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
80   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   10073.24   XXXXXX   6.506   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
81   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7344.35   XXXXXX   6.271   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
83   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8274   XXXXXX   6.2736   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
84   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4253.28   XXXXXX   6.0226   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
85   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8765.5   XXXXXX   6.0873   Retired   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
87   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   13771.27   XXXXXX   6.4967   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
95   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6860.88   XXXXXX   6.5736   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
97   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   15404   XXXXXX   6.6859   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
98   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5504   XXXXXX   6.4409   Employed   (No Data)   Permanent Resident Alien   (No Data)   (No Data)   No   0
100   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   16931.5   XXXXXX   6.7697   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
103   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6914   XXXXXX   6.3987   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
104   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7899   XXXXXX   6.3873   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
107   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   8699   XXXXXX   6.4425   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
109   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1585.99   XXXXXX   6.3522   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
114   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   970   XXXXXX   6.3085   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
117   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11424   XXXXXX   6.4662   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
118   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9299   XXXXXX   6.4971   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
120   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11649   XXXXXX   6.0947   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
123   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9074   XXXXXX   6.395   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
124   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1203.05   XXXXXX   6.4201   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
125   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   746.3   XXXXXX   6.1929   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
126   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   5514   XXXXXX   6.1774   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
127   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1980.12   XXXXXX   6.0173   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
131   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1921   XXXXXX   6.1011   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
132   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1654.6   XXXXXX   6.6587   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
133   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1594   XXXXXX   6.3187   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
138   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1299   XXXXXX   6.2991   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
139   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6178   XXXXXX   5.9676   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
141   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1400   XXXXXX   6.2839   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
143   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1404   XXXXXX   6.2048   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
148   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   9440.42   XXXXXX   6.3628   Employed   (No Data)   Permanent Resident Alien   (No Data)   (No Data)   No   0
152   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4436.98   XXXXXX   6.116   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
153   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2789   XXXXXX   6.3056   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
155   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3598   XXXXXX   6.4449   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
156   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2748   XXXXXX   6.4415   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
160   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1609   XXXXXX   6.4171   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
162   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6310.96   XXXXXX   6.2092   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
177   XXXXXX   ATR/QM: Status Pending   No   XXXXXX   XXXXXX   Yes   No   4710.28   XXXXXX   6.4808   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
178   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2989.8   XXXXXX   6.2517   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
184   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3092   XXXXXX   6.3747   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
186   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7383.42   XXXXXX   6.2961   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
189   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2369   XXXXXX   5.984   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
192   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   5.8824   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
193   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   10130.91   XXXXXX   6.1179   Employed   Employed   Permanent Resident Alien   U.S. Citizen   (No Data)   No   0
195   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7800.45   XXXXXX   6.3473   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
198   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1574   XXXXXX   6.6774   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
201   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3887.04   XXXXXX   6.2488   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
202   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6453.42   XXXXXX   6.1931   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
204   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7539.58   XXXXXX   6.1133   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
206   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4473.03   XXXXXX   6.6567   Unemployed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
207   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1569   XXXXXX   6.1222   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
209   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   7550.9   XXXXXX   5.7875   Employed   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
210   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   17739.51   XXXXXX   6.5013   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
211   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11401.06   XXXXXX   6.3465   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
213   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3359   XXXXXX   6.449   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
214   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5213.02   XXXXXX   6.1989   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
215   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2779   XXXXXX   7.1504   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
217   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3560.85   XXXXXX   6.0459   Employed   Employed   Permanent Resident Alien   Permanent Resident Alien   (No Data)   No   0
218   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1569   XXXXXX   6.1245   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
220   XXXXXX   ATR/QM: Status Pending   No   XXXXXX   XXXXXX   Yes   No   1569   XXXXXX   6.1832   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
223   XXXXXX   ATR/QM: Status Pending   No   XXXXXX   XXXXXX   Yes   No   4051.79   XXXXXX   5.9571   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
224   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1500   XXXXXX   6.5264   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
227   XXXXXX   ATR/QM: Status Pending   No   XXXXXX   XXXXXX   No   No   8923.99   XXXXXX   6.161   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
230   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1734.82   XXXXXX   6.0269   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
232   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1574   XXXXXX   6.2353   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
235   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   4364.6   XXXXXX   6.4589   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
238   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4273.84   XXXXXX   6.4718   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
239   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7367.21   XXXXXX   6.1852   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
240   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1809.8   XXXXXX   6.0379   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
242   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5021.4   XXXXXX   6.3648   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
243   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   2782.66   XXXXXX   6.0086   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
245   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4829.91   XXXXXX   6.183   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
246   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1574   XXXXXX   6.0166   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
248   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1569   XXXXXX   6.4233   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
250   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5186.12   XXXXXX   6.3892   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
251   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8272.57   XXXXXX   6.0832   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
254   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3475   XXXXXX   6.1647   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
258   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6541.85   XXXXXX   6.9083   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
259   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2812.72   XXXXXX   6.5892   Employed   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
261   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4094.6   XXXXXX   6.4871   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
263   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7120.56   XXXXXX   6.3064   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
267   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1569   XXXXXX   6.6837   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
270   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1648   XXXXXX   6.2169   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
275   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6357.12   XXXXXX   6.9149   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
276   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8221.96   XXXXXX   6.2035   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
278   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4195.5   XXXXXX   6.0658   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
279   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1569   XXXXXX   6.2775   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
284   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2894.45   XXXXXX   5.9495   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
287   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3974.22   XXXXXX   6.1616   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
291   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1564.4   XXXXXX   6.2021   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
297   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3729   XXXXXX   6.4352   Employed   Employed   Permanent Resident Alien   U.S. Citizen   (No Data)   No   0
300   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11838.2   XXXXXX   6.1509   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
301   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2619   XXXXXX   6.6299   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
306   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1574   XXXXXX   6.5454   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
307   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6686.61   XXXXXX   6.7304   Employed   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
309   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2232.88   XXXXXX   6.9742   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
312   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8075.33   XXXXXX   6.1481   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
313   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3106.4   XXXXXX   6.4687   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
315   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8764.75   XXXXXX   6.3187   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
323   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6644.12   XXXXXX   6.6398   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
324   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   8229.83   XXXXXX   6.1363   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
328   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3037.8   XXXXXX   6.7002   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
329   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3679.8   XXXXXX   6.7669   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
330   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8914.76   XXXXXX   6.0417   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
333   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   6087.74   XXXXXX   6.2208   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
342   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3627.08   XXXXXX   6.7892   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
344   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7830.58   XXXXXX   6.2017   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
345   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   11382.49   XXXXXX   6.1963   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
347   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2201.2   XXXXXX   6.2691   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
348   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1574   XXXXXX   6.4039   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
352   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3685.48   XXXXXX   6.35   Retired   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
354   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6054   XXXXXX   6.671   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
355   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4650.54   XXXXXX   6.5177   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
358   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7076.5   XXXXXX   6.4862   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
364   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1195   XXXXXX   6.5599   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
373   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4177.81   XXXXXX   6.1408   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
374   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   975   XXXXXX   6.162   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
378   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2795   XXXXXX   6.1012   Employed   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
382   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3670   XXXXXX   6.2439   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
386   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5849.55   XXXXXX   6.0757   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
387   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1257   XXXXXX   6.1586   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
388   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1900   XXXXXX   6.1627   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
390   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1050   XXXXXX   6.1787   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
391   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1995   XXXXXX   6.1444   Employed   (No Data)   Permanent Resident Alien   (No Data)   (No Data)   No   0
392   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1509.02   XXXXXX   6.3085   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
394   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1095   XXXXXX   6.1705   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
395   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6362   XXXXXX   6.3575   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
398   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   175   XXXXXX   6.021   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
400   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2728.24   XXXXXX   6.3463   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
401   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1937.5   XXXXXX   6.0589   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
402   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2725   XXXXXX   6.1626   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
405   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1324   XXXXXX   5.9349   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
406   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1612.5   XXXXXX   6.0453   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
411   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   787   XXXXXX   6.1462   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
412   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   899   XXXXXX   6.2193   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
414   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5588   XXXXXX   6.457   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
415   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3475.11   XXXXXX   6.07   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
417   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1645   XXXXXX   6.5788   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
418   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   7177.5   XXXXXX   6.2029   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
421   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2145   XXXXXX   6.4712   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
422   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5190   XXXXXX   6.402   Employed   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
424   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1553   XXXXXX   6.2914   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
428   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4404.96   XXXXXX   6.2181   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
429   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1655   XXXXXX   6.2853   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
430   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1250   XXXXXX   5.9148   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
433   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1640   XXXXXX   6.1735   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
439   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1694.4   XXXXXX   6.4257   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
442   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4945   XXXXXX   6.3997   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
445   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1295   XXXXXX   6.4085   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
446   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   18436.8   XXXXXX   6.4108   Unemployed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
448   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1145   XXXXXX   6.0845   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
449   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2802.8   XXXXXX   6.3684   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
451   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   732.54   XXXXXX   6.0255   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
453   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2583.53   XXXXXX   6.1971   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
455   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   6.6078   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
460   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2108   XXXXXX   6.3002   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
462   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   950.12   XXXXXX   6.2506   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
464   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   3465.94   XXXXXX   6.5349   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
468   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1498   XXXXXX   7.044   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
470   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1718.95   XXXXXX   6.3013   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
472   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1785.69   XXXXXX   6.4531   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
474   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8765.68   XXXXXX   5.9813   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
486   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1156.46   XXXXXX   6.1481   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
487   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   15060   XXXXXX   6.0247   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
492   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   999   XXXXXX   6.9145   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
496   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   194.95   XXXXXX   6.2683   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
497   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   899   XXXXXX   6.4167   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
498   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4965.35   XXXXXX   6.3516   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
499   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3267.5   XXXXXX   7.0335   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
500   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   12745   XXXXXX   6.1938   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
501   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1995   XXXXXX   7.0191   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
502   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   794.5   XXXXXX   6.1701   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
504   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   10846   XXXXXX   6.6655   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
505   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4826.02   XXXXXX   6.3108   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
506   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   6.3364   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
511   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6   XXXXXX   6.0064   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
513   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   27422.5   XXXXXX   7.1041   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
514   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1532.2   XXXXXX   6.3135   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
516   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2425   XXXXXX   7.1207   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
519   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5135   XXXXXX   6.449   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
524   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   10160   XXXXXX   6.3919   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
528   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   5170   XXXXXX   6.0331   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
529   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9111.3   XXXXXX   6.0699   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
530   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   0   XXXXXX   5.8808   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
531   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   5.9043   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
532   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   899   XXXXXX   6.514   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
533   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1495   XXXXXX   5.7911   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
534   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1362.17   XXXXXX   5.917   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
536   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4306.35   XXXXXX   6.0686   Unemployed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
537   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   6.0637   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
540   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1495   XXXXXX   5.9143   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
541   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1620   XXXXXX   6.549   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
542   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   11364.46   XXXXXX   6.2167   Employed   Employed   Permanent Resident Alien   Non-Permanent Resident Alien   (No Data)   No   0
543   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   4306.09   XXXXXX   6.089   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
544   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   10815   XXXXXX   6.48   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
547   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   0   XXXXXX   5.9001   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
549   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   6.875   Retired   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
552   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1095   XXXXXX   6.2375   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
554   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6447.65   XXXXXX   6.4953   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
555   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   8135   XXXXXX   6.596   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
556   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1517.08   XXXXXX   5.8689   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
558   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1500   XXXXXX   6.6787   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
559   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1295   XXXXXX   6.2882   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
562   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   7612.5   XXXXXX   6.4528   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
563   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2550   XXXXXX   6.775   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1 Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
565   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2570   XXXXXX   6.1832   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
566   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   21260   XXXXXX   7.0332   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
569   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1295   XXXXXX   6.4659   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
570   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2055   XXXXXX   5.8473   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
572   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3112.29   XXXXXX   6.2314   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
574   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6721.8   XXXXXX   6.3882   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
575   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1050   XXXXXX   6.2502   Retired   Retired   U.S. Citizen   U.S. Citizen   (No Data)   No   0
576   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1399   XXXXXX   6.0352   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
580   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1350   XXXXXX   6.4084   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
581   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1250   XXXXXX   6.2192   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
584   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9312   XXXXXX   6.116   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
585   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2826   XXXXXX   6.2079   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
588   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1790   XXXXXX   6.4378   Employed   (No Data)   Non-Permanent Resident Alien   (No Data)   (No Data)   No   0
592   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1795   XXXXXX   5.6846   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
595   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   0   XXXXXX   5.9061   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
599   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1434.15   XXXXXX   5.92   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
601   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   6608   XXXXXX   6.53   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
603   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   21183.47   XXXXXX   6.499   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
606   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1532.93   XXXXXX   6.2801   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
607   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   2560   XXXXXX   6.3275   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
608   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1590   XXXXXX   6.2824   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
611   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   1195   XXXXXX   5.9039   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0

 


Deal
ID
  Loan
Number
  Loan Level
ATR/QM
Status
  Application
Date Prior
to
1/10/2014
  Lender
Application
Date
  Broker
Application
Date
  GSE
Eligible
  QRM
Flag
  ATR/
QM Total Points
and Fees
  Rate
Lock
Date
  APR   Bwr 1
Employment
Indicator
  Bwr 2
Employment
Indicator
  Bwr 1
Foreign
National
Indicator
  Bwr 2  Foreign
National
Indicator
  Borrowers Qualified
Through a Non-
Resident Alien
Program
  Residual Income
Analysis in File
  ATR/
QM  Residual
Income
615   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3628.01   XXXXXX   6.0823   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
622   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   3270   XXXXXX   5.8158   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
623   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   12695.23   XXXXXX   6.4112   Employed   Employed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
625   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9557.1   XXXXXX   6.1232   Employed   Unemployed   U.S. Citizen   U.S. Citizen   (No Data)   No   0
626   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   1790   XXXXXX   6.4124   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
627   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   Yes   Yes   9305.5   XXXXXX   6.4251   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0
628   XXXXXX   QM: Safe Harbor (APOR)   No   XXXXXX   XXXXXX   No   Yes   995   XXXXXX   6.4484   Employed   (No Data)   U.S. Citizen   (No Data)   (No Data)   No   0